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Reporting on required training - need advice, please!
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We are offering two sessions each for three new insurance topics. We are requiring our loan officers to sign up for one session per topic. If they miss the live sessions, we have recordings set up as courses that they can view to satisfy the requirement. The sessions and courses were set up while I was out of the office last week and it has already been communicated to our loan officers to sign up for a session or complete a course.
Now, I’m trying to put together a report that shows if each LO has satisfied the requirement. I tried a LearnCenter report but, without quite a bit of manual manipulation, I’m not able to see those who completed the requirement and those who did not. Is there a report that would satisfy this or should the requirement for the LOs been set up differently? Can I set something up now that will allow for easier reporting?